WLY John Wiley & Sons, Inc. Class A
XNYS
52.99
Delayed
Stock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
WLY
$52.99
—
Key stats
$52.99
- 52-Week Range
- $28.38 – $57.45
- YTD
- +79.64%
- IV Rank (30D)
- 43.1
- Straddle Price
- $4.58
- P/C Vol Ratio
- 0.23
- Market Cap
- $2.6B
- Open
- $52.54
- Day Range
- $52.10 – $53.37
- Volume
- 55,905
- Prev Close
- $52.04
Fair Value
MODEL: NEUTRAL
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.15% |
| Beta vs SPY | 0.88 |
| Cost of Equity (CAPM) | 9.57% (VRP-adj) |
| WACC | 8.21% |
| Volatility Risk Premium | +34.0pp (IV − HV30) |
| Effective Tax Rate | 21.0% |
| Rev. Growth (YoY, DCF input) | -8.4% |
| DCF Horizon | 10 years explicit + fade |
| Free Cash Flow (TTM) | $0.2B |
| Return on Equity (TTM) | 24.9% |
| Book / Price | 29.2% |
| Gross Margin (TTM) | 74.6% |
| FCF Margin (TTM) | 14.6% |
| Debt / Equity | 1.60 |
| Quality Score | 2/6 — normal (10y DCF) |
| Market-Implied Growth | +0.7% (reverse-DCF on current price) |
| SMA 50 | $50.18 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $49.88 |
| Bollinger Width / SMA20 | 31.5% (drives anchor stability) |
| Net Debt | $1.2B |
| Market Cap | $3B |
Peers used for multiples: AVA, TDS, VSNT
(filtered from 8 ETF-co-members; sector bias active)
60-Day Conviction
13%
20-Day Fair Value
≈ by Nov 20, 2026
$53.14
α -0.1%
rank 4%
conviction
9%
40-Day Fair Value
≈ by Dec 21, 2026
$53.45
α +0.4%
rank 4%
conviction
12%
60-Day Fair Value
≈ by Jan 19, 2027
$53.03
α -0.3%
rank 4%
conviction
13%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $20.40 | 23% | |
| DDM (Gordon) | $7.27 | 18% | |
| Peer P/E | $42.00 | 10% | median 11.3× · 3 peers |
| Peer EV/EBITDA | $65.13 | 10% | median 10.8× · 3 peers |
| Peer P/B | $11.55 | 2% | median 0.8× · 3 peers |
| Peer P/S | $51.15 | 7% | median 1.6× · 3 peers |
| Market Anchor (SMA50) | $50.18 | 29% | stability 63% (BB-width) |
| Options Expected (B-L 30d) | $52.74 | 0% | 9 strikes · skew +0.08 |
As of 2026-10-22 · updated
Related
About
- Industry (SIC)
- BOOKS: PUBLISHING OR PUBLISHING & PRINTING (2731) · industry map
- Exchange
- XNYS
- Market Cap
- $2.6B
- Employees
- 4,500
- List Date
- 1972-06-01
- CIK
- 0000107140
- Next Earnings
- 2026-12-03 (Pre-Market)
- EPS Forecast
- $1.24 (1 est.)
- Headquarters
- Hoboken, NJ
- Homepage
- https://www.wiley.com
John Wiley & Sons Inc is a publisher and a trusted leader in research and learning. The company segment includes: Research, which includes the reporting lines of Research Publishing and Research Solutions, and Learning, which includes the Academic and Professional reporting lines and consists of publishing, courseware, and assessments. Its industry-principal content, services, platforms, and knowledge networks are tailored to meet the evolving needs of its customers and partners, including researchers, students, instructors, professionals, institutions, and corporations. The company empowers k…
Summary
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composite
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No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|
| Jan | -- | 11.54% | 8.29% | -5.12% | 5.86% | 5.14% |
| Feb | -- | -6.24% | -3.28% | -3.60% | -1.18% | -3.58% |
| Mar | -- | -12.68% | 14.78% | 16.04% | 24.92% | 10.77% |
| Apr | -7.27% | -0.28% | -2.21% | -3.17% | 5.73% | -1.44% |
| May | 5.60% | -5.78% | -3.21% | -10.38% | 2.81% | -2.19% |
| Jun | -10.14% | -7.73% | 12.31% | 15.38% | 11.16% | 4.20% |
| Jul | 8.63% | 0.12% | 17.35% | -11.28% | 2.30% | 3.42% |
| Aug | -14.06% | 7.27% | 2.31% | 6.20% | -1.34% | 0.08% |
| Sep | -18.54% | 2.23% | 1.47% | 1.73% | -8.84% | -4.39% |
| Oct | 10.85% | -17.72% | 1.29% | -8.17% | 9.14%* | -0.92% |
| Nov | 13.18% | -0.03% | 4.95% | -2.96% | -- | 3.79% |
| Dec | -14.68% | 1.67% | -13.92% | -15.43% | -- | -10.59% |
| Total | -28.37% | -27.31% | 42.46% | -23.24% | 58.56% | 4.42% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $50.11
SMA 50: $50.24
SMA 200: $42.74
Current: $53.21
EMA 12: $51.55
EMA 26: $50.61
MACD: 0.9407 | Signal: 0.3709
BULLISH
ADX (14): 23.85
WEAK TREND
+DI: 23.70
−DI: 10.52
Momentum Oscillators
RSI (14): 63.05
NEUTRAL
Stoch %K: 79.76
Stoch %D: 76.11
Williams %R: -9.61
Volume & Volatility
BB Upper: $54.24
BB Lower: $45.99
NEUTRAL
OBV: -14,078,865
Vol SMA 20: 384,008
Vol ROC: -90.79%
ATR: $1.55
True Range: $1.17
HV 20: 28.4%
HV 30: 27.7%
HV 60: 32.6%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-10-23T00:00:00 – 2026-10-21T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary
Overall Assessment: NEUTRAL (6/10)
Key Drivers:
- Oversold RSI and MACD signals suggest a potential rebound
- Low volatility and beta indicate reduced risk
Primary Risks:
- Bearish sentiment in options market
- Recent news absence may lead to market uncertainty
Investment Thesis: WLY is likely to experience a short-term bounce as oversold indicators are corrected. However, the lack of recent news and bearish options sentiment suggest caution.
Recent News Sentiment Impact: The absence of recent news headlines makes it challenging to assess sentiment impact. Nevertheless, the technical signals provide a basis for analysis.
Technical Analysis
Trend Direction:
- Short-term: NEUTRAL (no clear trend)
- Medium-term: BEARISH (downward momentum)
- Long-term: BEARISH (downward trajectory)
Support/Resistance Levels:
- Lower Bollinger Band: $36.48
- Upper Bollinger Band: $42.87
- SMA 20: $39.68
- EMA 12: $38.44
Momentum Signals:
- RSI (14): Oversold (28.59)
- MACD: Bearish (-0.89 / -0.47 / -0.42)
Volume Analysis:
- Volume SMA 20: 350804.95
- On-Balance Volume (OBV): -14063834.00
News & Sentiment Analysis
Recent Headlines Summary: No recent news available.
Sentiment Assessment: Neutral, as there is no recent news to assess sentiment.
Catalyst Identification: The upcoming earnings announcement on December 3, 2025, may provide a catalyst for the stock.
Market Narrative: The lack of recent news and bearish options sentiment create uncertainty. The technical signals suggest a potential rebound, but caution is advised due to the overall market environment.
Risk & Volatility Assessment
Beta Interpretation: WLY has a low beta (0.55) compared to the SPY, indicating reduced risk.
Volatility Regime: The stock volatility is relatively low at 0.34, which may contribute to its stability.
Options Market Signals: IV Rank: Low (0.0%), suggesting historically low volatility. Put/Call Volume Ratio: Bearish (336.00), indicating a greater number of puts traded than calls.
Downside Protection: Support levels and risk management considerations are essential due to the bearish options sentiment and potential market volatility.
Market Context & Positioning
Sector Performance: WLY's performance is relatively strong compared to its sector, which may provide an advantage.
Institutional Activity: The volume patterns suggest institutional interest in the stock.
Correlation Analysis: WLY has a moderate correlation (0.32) with the SPY, indicating some market influence.
Relative Valuation: WLY is trading within its historical range, suggesting it may be relatively valued compared to other stocks.
Key Levels & Action Items
Critical Price Levels:
- Support: $36.48
- Resistance: $39.68
Breakout/Breakdown Levels:
- Potential Breakout: $42.87 (upper Bollinger Band)
- Potential Breakdown: $36.48 (lower Bollinger Band)
Time-Sensitive Catalysts: The upcoming earnings announcement on December 3, 2025, may provide a catalyst for the stock.
Risk Management: Stop-loss levels and position sizing considerations are essential due to the potential market volatility and bearish options sentiment.
Generated
News
All WLY news →
Earnings History
10 of 17 under expected move
Avg Expected Move
9.11%
Avg Actual Move
7.23%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2022-06-15 | Pre-Market | 6.84% | 3.22% | 0.47x | Within |
| 2022-09-07 | Pre-Market | 2.41% | 9.82% | 4.07x | Exceeded |
| 2022-12-07 | Pre-Market | 4.81% | 5.18% | 1.08x | Exceeded |
| 2023-03-09 | Pre-Market | 8.62% | 17.35% | 2.01x | Exceeded |
| 2023-06-15 | Pre-Market | 11.50% | 11.39% | 0.99x | Within |
| 2023-09-07 | Pre-Market | 8.03% | 1.46% | 0.18x | Within |
| 2023-12-06 | Pre-Market | 8.88% | 1.05% | 0.12x | Within |
| 2024-03-07 | Pre-Market | 9.75% | 12.65% | 1.30x | Exceeded |
| 2024-06-13 | Pre-Market | 10.22% | 12.12% | 1.19x | Exceeded |
| 2024-09-05 | After-Close | 6.21% | 3.25% | 0.52x | Within |
| 2024-12-05 | Pre-Market | 12.31% | 6.29% | 0.51x | Within |
| 2025-06-17 | Pre-Market | 9.59% | 9.96% | 1.04x | Exceeded |
| 2025-09-04 | Pre-Market | 10.31% | 3.82% | 0.37x | Within |
| 2025-12-04 | After-Close | 8.38% | 6.41% | 0.76x | Within |
| 2026-03-05 | Pre-Market | 13.63% | 14.06% | 1.03x | Exceeded |
| 2026-06-16 | Pre-Market | 10.73% | 4.06% | 0.38x | Within |
| 2026-09-03 | Pre-Market | 12.68% | 0.76% | 0.06x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
WLY Options Activity & IV Rank
WLY IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 42.0%
7-DTE IV: —
Expected Move: $4.58
7-DTE Move: $4.58
Days to Exp: 29 (2026-11-20)
Options Flow
Call Volume: 128
Put Volume: 29
P/C Volume: 0.227
BULLISH
Call OI: 84
Put OI: 34
P/C OI: 0.405
Total OI: 118
ATM Options Pricing
ATM Call: $1.12
ATM Put: $3.45
Call %: 2.1%
Put %: 6.5%
Chain Summary
Chain Volume: 292
Chain OI: 1,303
Last Updated: 10/22/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 67th percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
67%
vs own history
GEX tilt
+0.36
OI-weighted, today
Vanna tilt
+0.97
δ-sensitivity to IV
Charm tilt
-0.98
δ-decay vs time
Vanna tilt +0.97: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.98: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 3 ATM contracts, 1k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
No data
30 DTE / 10d
—
—
pts
EXTREME
ATM 35.2% / Wing —
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)
IV Rank (30 DTE)43.1MediumOct 22
Straddle Price (30 DTE)$4.58Oct 22
Beta Analysis
Risk Metrics
Beta: 0.1282
Alpha: 39.56%
Correlation: 0.0445
R-Squared: 0.2%
Stock Volatility: 36.7%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own WLY
3 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Citadel Hedge fund Ken Griffin | $6.0M | #1948 of 6285 | -56.4% | 13F | |
| Millennium Management Hedge fund Izzy Englander | $241K | #3418 of 3716 | new | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $158K | #2727 of 4729 | -16.2% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
WLY Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 52,443,500 (as of 2026-07-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
2 filers$7.02M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | IMC-Chicago, LLC Custodian | $6.60M | 93.99% | 2026-06-30 |
| 2 | Citadel Advisors LLC Custodian | $422.04K | 6.01% | 2026-06-30 |
1 filers$14.55K notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | GROUP ONE TRADING LLC Custodian | $14.55K | 100.00% | 2026-06-30 |
WLY Board & Officers
As of SEC filings through Oct 13, 2026Directors 9
- Raymond W McDaniel · on file since 2006
- William J Pesce · on file since Apr 2006
- Jesse Caleb Wiley · since Sep 20, 2012
- David C Dobson · since Mar 22, 2017
- Inder M Singh · since Dec 15, 2021
- Brian O Hemphill · since Jun 21, 2022
- Matthew Kissner · listed since May 2024
- Karen N Madden · since Feb 28, 2025
- Katherine Dunn Andresen · since Jun 27, 2025
Officers 8
- Matthew Kissner · President and CEO · listed since Jul 2024
- Craig Morrow Albright · EVP, Chief Financial Officer · since Jun 26, 2025
- Danielle McMahan · EVP, Chief People Officer · listed since Nov 2023
- Frank Scognamiglio · Chief Accounting Officer · since Jul 9, 2026
- Deirdre P. Silver · EVP, General Counsel · since Feb 5, 2020
- Andrew Weber · EVP, Technology and Operations · since Nov 22, 2024
- Jessica Patricia Kowalski · EVP and GM, Research · since May 11, 2026
- Kevin Monaco · SVP, Treasurer & Tax · since Oct 15, 2018
10% owners 5
- Bradford Wiley · listed since Mar 2014
- Celia Wiley · since Sep 6, 2023
- Deborah E Wiley · on file since Dec 2011
- Elizabeth H. Wiley · since Sep 6, 2023
- Jesse Caleb Wiley · listed since May 2025
Changes in the last 10 years (69)
| Jul 9, 2026 | The company announced the departure of Christopher Caridi as SVP, Chief Accounting Officer in an SEC filing |
| Jul 9, 2026 | Frank Scognamiglio became Chief Accounting Officer |
| Jun 10, 2026 | The company announced the departure of Mari Jean Baker from the board in an SEC filing |
| May 11, 2026 | Jessica Patricia Kowalski became EVP and GM, Research |
| May 6, 2026 | The company announced the departure of Jay Flynn as EVP & GM, Research & Learning in an SEC filing |
| Jun 27, 2025 | Katherine Dunn Andresen became a director |
| Jun 27, 2025 | Christopher Caridi listed as SVP, Chief Accounting Officer (previously SVP, CAO & Interim CFO) in SEC filings |
| Jun 26, 2025 | Craig Morrow Albright became EVP, Chief Financial Officer |
| May 22, 2025 | George Bell reported in an SEC filing no longer being a director |
| May 13, 2025 | Jesse Caleb Wiley first listed as a 10% owner in an SEC filing |
| May 2, 2025 | Christopher Caridi listed as SVP, CAO & Interim CFO (previously SVP, Corporate Controller) in SEC filings |
| Feb 28, 2025 | Karen N Madden became a director |
| Dec 16, 2024 | The company announced the departure of Beth A Birnbaum from the board in an SEC filing |
| Nov 22, 2024 | Andrew Weber became EVP, Technology and Operations |
| Nov 20, 2024 | The company announced the departure of Aref Matin as EVP, Chief Technology Officer in an SEC filing |
| Sep 18, 2024 | The company announced the departure of Christina Van Tassell as EVP, Chief Financial Officer in an SEC filing |
| Jul 16, 2024 | Matthew Kissner listed as President and CEO (previously Interim President and CEO) in SEC filings |
| May 2, 2024 | Matthew Kissner first listed as a director in an SEC filing |
| May 2, 2024 | Christopher Caridi listed as SVP, Corporate Controller (previously SVP, Global Corp Controller) in SEC filings |
| Nov 6, 2023 | Jay Flynn listed as EVP & GM, Research & Learning (previously EVP and GM, Research) in SEC filings |
| Nov 6, 2023 | Danielle McMahan listed as EVP, Chief People Officer (previously EVP, Chief People and Bus Ops) in SEC filings |
| Oct 12, 2023 | Matthew Kissner listed as Interim President and CEO (previously EVP, Group Executive) in SEC filings |
| Oct 10, 2023 | The company announced the departure of Brian A. Napack from the board in an SEC filing |
| Sep 6, 2023 | Elizabeth H. Wiley became a 10% owner |
| Sep 6, 2023 | Celia Wiley became a 10% owner |
| Aug 8, 2023 | The company announced the departure of Laurie A Leshin from the board in an SEC filing |
| May 3, 2023 | Todd Zipper listed as EVP & GM, Talent (previously EVP & GM, Education Services) in SEC filings |
| May 3, 2023 | Matthew Leavy listed as EVP & GM, Academic (previously EVP & Gm, Apl) in SEC filings |
| Jul 18, 2022 | The company announced the departure of Mariana Garavaglia from the board in an SEC filing |
| Jul 1, 2022 | Matthew Leavy listed as EVP & Gm, Apl (previously EVP, Education Publishing) in SEC filings |
| Jun 21, 2022 | Brian O Hemphill became a director |
| Dec 15, 2021 | Shari Hofer became EVP & Chief Marketing Officer |
| Dec 15, 2021 | Inder M Singh became a director |
| Nov 22, 2021 | Christina Van Tassell became EVP, Chief Financial Officer |
| Oct 28, 2021 | The company announced the departure of John A Kritzmacher as CFO and EVP in an SEC filing |
| Sep 16, 2021 | Jay Flynn became EVP and GM, Research |
| Jun 28, 2021 | Danielle McMahan listed as EVP, Chief People and Bus Ops (previously EVP, Chief People Officer) in SEC filings |
| Oct 28, 2020 | Christopher Caridi listed as SVP, Global Corp Controller (previously SVP, Corporate Controller) in SEC filings |
| Jun 30, 2020 | Todd Zipper listed as EVP & GM, Education Services (previously EVP, Education Publishing) in SEC filings |
| Jun 30, 2020 | Mariana Garavaglia became a director |
| Jun 16, 2020 | Todd Zipper became EVP, Education Publishing |
| May 4, 2020 | Matthew Kissner listed as EVP, Group Executive (previously Group Executive) in SEC filings |
| May 4, 2020 | John A Kritzmacher listed as CFO and EVP (previously CFO and EVP, Operations) in SEC filings |
| Feb 5, 2020 | Deirdre P. Silver became EVP, General Counsel |
| Nov 11, 2019 | Danielle McMahan became EVP, Chief People Officer |
| Nov 4, 2019 | Matthew Leavy became EVP, Education Publishing |
| Sep 30, 2019 | William B Plummer reported in an SEC filing no longer being a director |
| Jul 1, 2019 | Clay Stobaugh reported in an SEC filing no longer being EVP, Chief Marketing Officer |
| May 2, 2019 | Brian A. Napack first listed as a director in an SEC filing |
| Apr 19, 2019 | Matthew Kissner no longer listed as a director in SEC filings |
| Apr 19, 2019 | Matthew Kissner first listed as Group Executive in an SEC filing |
| Mar 21, 2019 | Georgios Papadopoulos listed as Chairman, Atypon Systems LLC (previously President, Atypon Systems LLC) in SEC filings |
| Oct 15, 2018 | Kevin Monaco became SVP, Treasurer & Tax |
| Sep 27, 2018 | Beth A Birnbaum became a director |
| Jul 9, 2018 | Taneli Ruda became EVP, Chief Strategy Officer |
| Jun 20, 2018 | John A Kritzmacher listed as CFO and EVP, Operations (previously Exec VP and CFO) in SEC filings |
| May 21, 2018 | Aref Matin became EVP, Chief Technology Officer |
| Jan 12, 2018 | Matthew Kissner no longer listed as Interim CEO in SEC filings |
| Dec 4, 2017 | Brian A. Napack became President & CEO |
| Oct 9, 2017 | Ella Balagula became EVP, Knowledge and Learning |
| Aug 11, 2017 | Reed Elfenbein reported in an SEC filing no longer being SVP, International Development |
| Aug 11, 2017 | Mark Allin reported in an SEC filing no longer being President and CEO |
| Aug 11, 2017 | John Semel reported in an SEC filing no longer being EVP, Chief Strategy Officer |
| Aug 11, 2017 | Jeffrey Sugerman reported in an SEC filing no longer being EVP, Talent Solutions |
| Jul 21, 2017 | Matthew Kissner first listed as Interim CEO in an SEC filing |
| Mar 22, 2017 | Georgios Papadopoulos became President, Atypon Systems LLC |
| Mar 22, 2017 | David C Dobson became a director |
| Mar 20, 2017 | Christopher Caridi became SVP, Corporate Controller |
| Oct 26, 2016 | Judy Verses became EVP, Research |
Not reported recently (15)
- Todd Zipper · Last reported as EVP & GM, Talent in an SEC filing dated May 31, 2024
- Peter B Wiley · Last reported as a director in an SEC filing dated Jul 14, 2023
- Brian A. Napack · Last reported as President & CEO in an SEC filing dated Jul 5, 2023
- Matthew Leavy · Last reported as EVP & GM, Academic in an SEC filing dated Jul 5, 2023
- Shari Hofer · Last reported as EVP & Chief Marketing Officer in an SEC filing dated Jul 5, 2023
- Judy Verses · Last reported as EVP, Research in an SEC filing dated Jul 2, 2021
- William Edward Pence IV · Last reported as a director in an SEC filing dated Jul 24, 2020
- Gary M Rinck · Last reported as EVP and General Counsel in an SEC filing dated Jan 21, 2020
- Taneli Ruda · Last reported as EVP, Chief Strategy Officer in an SEC filing dated Jul 10, 2019
- Georgios Papadopoulos · Last reported as Chairman, Atypon Systems LLC in an SEC filing dated Jul 1, 2019
- Ella Balagula · Last reported as EVP, Knowledge and Learning in an SEC filing dated May 2, 2019
- Vincent Marzano · Last reported as VP, Treasurer in an SEC filing dated Jul 18, 2018
- Archana Singh · Last reported as EVP, Human Resources in an SEC filing dated Jul 3, 2018
- Kalpana Raina · Last reported as a director in an SEC filing dated Oct 27, 2017
- Joan O'Neil · Last reported as EVP, Knowledge and Learning in an SEC filing dated Aug 11, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
WLY Proposed Insider Sales (Form 144)
Latest: 2026-07-02
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
0 filings
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-07-02 | James Flynn | Officer | 12,740 | $653.5K | 2026-07-02 | UBS Financial Services Inc | — | EDGAR |
| 2026-06-18 | James Flynn | Officer | 33,180 | $1.56M | 2026-06-18 | UBS Financial Services Inc | — | EDGAR |
| 2025-07-02 | James Flynn | Officer | 5,300 | $229.5K | 2025-07-02 | UBS Financial Services Inc | — | EDGAR |
| 2025-07-01 | Christopher Caridi | Officer | 5,665 | $250.1K | 2025-07-01 | UBS Financial Services Inc | — | EDGAR |
| 2025-06-30 | Kevin Monaco | Officer | 3,000 | $135.3K | 2025-06-30 | UBS Financial Services Inc | — | EDGAR |
| 2025-03-13 | GEORGE D BELL, JR. | Former Affiliate | 9,984 | $439.9K | 2025-03-13 | Morgan Stanley Smith Barney LLC … | — | EDGAR |
| 2025-03-11 | Dobson David C | Director | 3,390 | $136.2K | 2025-03-10 | Interactive Brokers, LLC | — | EDGAR |
| 2025-02-25 | Aref Matin | Officer | 2,000 | $80.6K | 2025-02-25 | UBS Financial Services Inc | — | EDGAR |
| 2024-10-08 | Danielle McMahan | Officer | 2,318 | $114.5K | 2024-10-08 | UBS Financial Services Inc | — | EDGAR |
| 2024-06-18 | Christina Van Tassell | Officer | 7,530 | $297.7K | 2024-06-18 | UBS Financial Services Inc | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
111 ETFs hold WLY
25 shown · $549.69M total exposure · 0.11% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | IJR iShares Core S&P Small-Cap ETF | iShares (BlackRock) | 0.12% | $122.9M | $103.1B | 2026-10-20 |
| 2 | VTI Vanguard Morningstar Total Stock Market ETF | Vanguard | 0.00% | $55.2M | — | 2026-09-30 |
| 3 | IWM iShares Russell 2000 ETF | iShares (BlackRock) | 0.07% | $52.4M | $75.1B | 2026-10-20 |
| 4 | VB Vanguard Morningstar Small-Cap ETF | Vanguard | 0.02% | $38.4M | — | 2026-09-30 |
| 5 | DFAT Dimensional US Targeted Value ETF | Dimensional | 0.08% | $26.0M | — | 2026-10-20 |
| 6 | FESM Fidelity Enhanced Small Cap Core ETF | Fidelity | 0.39% | $25.7M | $6.6B | 2026-10-20 |
| 7 | VXF Vanguard Extended Market ETF | Vanguard | 0.02% | $21.3M | — | 2026-09-30 |
| 8 | VBR Vanguard Morningstar Small-Cap Value ETF | Vanguard | 0.03% | $19.2M | — | 2026-09-30 |
| 9 | SPSM State Street® SPDR® Portfolio S&P 600™ Small Cap ETF | SPDR (State Street) | 0.12% | $18.8M | $15.7B | 2026-10-20 |
| 10 | DFAS Dimensional US Small Cap ETF | Dimensional | 0.05% | $18.0M | — | 2026-10-20 |
| 11 | IJS iShares S&P Small-Cap 600 Value ETF | iShares (BlackRock) | 0.23% | $17.1M | $7.6B | 2026-10-20 |
| 12 | PEY Invesco High Yield Equity Dividend Achievers ETF | Invesco | 1.26% | $13.8M | — | 2026-10-20 |
| 13 | VTWO Vanguard Russell 2000 ETF | Vanguard | 0.06% | $10.8M | — | 2026-09-30 |
| 14 | DFSV Dimensional US Small Cap Value ETF | Dimensional | 0.04% | $10.8M | — | 2026-10-20 |
| 15 | SLYV State Street® SPDR® S&P 600™ Small Cap Value ETF | SPDR (State Street) | 0.23% | $10.7M | $4.7B | 2026-10-20 |
| 16 | IWN iShares Russell 2000 Value ETF | iShares (BlackRock) | 0.08% | $10.6M | $13.7B | 2026-10-20 |
| 17 | SMDV ProShares S&P SmallCap 600 Dividend Aristocrats ETF | ProShares | 1.57% | $10.3M | — | 2026-10-21 |
| 18 | SMLF iShares U.S. Small-Cap Equity Factor ETF | iShares (BlackRock) | 0.23% | $9.7M | $4.2B | 2026-10-20 |
| 19 | FNDA Schwab Fundamental U.S. Small Company ETF | Nport | 0.11% | $9.5M | — | 2026-05-31 |
| 20 | DFAC Dimensional US Core Equity 2 ETF | Dimensional | 0.01% | $9.1M | — | 2026-10-20 |
| 21 | SCHA Schwab U.S. Small-Cap ETF | Nport | 0.04% | $8.3M | — | 2026-05-31 |
| 22 | IWO iShares Russell 2000 Growth ETF | iShares (BlackRock) | 0.06% | $8.3M | $13.6B | 2026-10-20 |
| 23 | DFMC Dimensional US Micro Cap ETF | Dimensional | 0.10% | $7.7M | — | 2026-10-20 |
| 24 | DES WisdomTree U.S. SmallCap Dividend Fund | Nport | 0.35% | $7.6M | — | 2026-06-30 |
| 25 | VYM Vanguard High Dividend Yield ETF | Vanguard | 0.01% | $7.5M | — | 2026-09-30 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
14.31
TTM Diluted EPS
$3.73
TTM Revenue
$1.67B
TTM Net Income
$198.19M
TTM Op. Cash Flow
$290.25M
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '27 | 2026-07-31 | $386.36M | $-11.73M | $-0.23 | $-55.27M |
| Q4 '26 | 2026-04-30 | $447.94M | $135.35M | $2.54 | $157.21M |
| Q3 '26 | 2026-01-31 | $410.04M | $29.68M | $0.56 | $179.82M |
| Q2 '26 | 2025-10-31 | $421.75M | $44.89M | $0.84 | $8.50M |
| Q1 '26 | 2025-07-31 | $396.80M | $11.70M | $0.22 | $-85.00M |
| Q4 '25 | 2025-04-30 | $442.58M | $68.09M | $1.24 | $150.34M |
| Q3 '25 | 2025-01-31 | $404.63M | $-22.95M | $-0.43 | $146.24M |
| Q2 '25 | 2024-10-31 | $426.60M | $40.46M | $0.74 | $-5.28M |
| Q1 '25 | 2024-07-31 | $403.81M | $-1.44M | $-0.03 | $-88.71M |
| Q4 '24 | 2024-04-30 | $468.46M | $25.27M | $0.45 | $183.29M |
| Q3 '24 | 2024-01-31 | $460.70M | $-113.88M | $-2.08 | $107.84M |
| Q2 '24 | 2023-10-31 | $492.81M | $-19.45M | $-0.35 | $-1.15M |
Q1 2027 • period ending 2026-07-31 • filed 2026-09-04
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
14.31
P/B
3.51
P/S
1.68
EV/EBITDA
9.32
EV/Sales
2.38
ROE
24.9%
ROA
6.3%
Div Yield
2.78%
FCF Yield
10.37%
Debt/Equity
1.60
Current Ratio
—
Market Cap
$2.80B
as of 2026-10-22
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
4.48M
SI % of Float
12.68%
Days to Cover
9.32
Short Vol Ratio
73.6%
Free Float
35.38M
Float %
84.4%
Short interest 2026-09-30 • Short volume 2026-10-21 • Float 2026-09-22